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The Stingy News Weekly: 06/06/2020
New from Norm
The bull market is back
"The extra effort paid off in the form of sizzling returns
because the hot potato portfolio fried up average annual returns of
15.4 per cent from the end of 1980 to the end of May, 2020. It
surpassed the passive potato portfolio by an average of 5.8
percentage points a year." [$]
Stingy Links
Improving momentum strategies
"The results of going long the best 10% and short the worst 10%
for the traditional 12-month momentum strategy are already
impressive, but if one selects only the stocks that overlap and appear
in both the 12-month and 6-month momentum strategies, it gets
even better." [Momentum Investing]
Michael Kitces on the 4 per cent rule
"Michael Kitces on early retirement - and how the recent stock
market movement affects the FIRE Community and the 4% rule."
[video] [Retirement]
Two centuries of value and momentum
"Both Value and Momentum have crawled out of even deeper
drawdowns in the past." [Value Investing]
Behind private equity
"After fees, investors in private equity funds earn exactly what
they would have in public stocks, according to new research. But
the high fees have not only created a new billionaire class,
they're squeezing private equity-backed companies for unrealistic
growth." [Markets]
Do civilisations collapse
"The idea that the Maya or Easter Islanders experienced an
apocalyptic end makes for good television but bad archaeology" [World]
S&P/TSX60 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Brookfield Property Partners (BPY.UN) | B | A | B | A |
| Enbridge (ENB) | E | C | C | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Pembina Pipeline (PPL) | B | C | D | A |
| CIBC (CM) | A | B | C | A |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Manulife (MFC) | A | A | A | A |
| BCE Inc. (BCE) | C | D | D | A |
| Bank of Montreal (BMO) | A | A | B | A |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Manulife (MFC) | A | A | A | A |
| Barrick Gold (ABX) | A | C | E | D |
| Bank of Nova Scotia (BNS) | A | B | C | A |
| Bank of Montreal (BMO) | A | A | B | A |
| CIBC (CM) | A | B | C | A |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| National Bank (NA) | A | C | C | B |
| Imperial Oil (IMO) | A | A | A | C |
| Canadian Tire (CTC.A) | A | C | A | C |
| Inter Pipeline (IPL) | A | B | D | C |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Teck Resources (TECK.B) | F | A | B | D |
| Brookfield Property Partners (BPY.UN) | B | A | B | A |
| Cenovus Energy (CVE) | D | A | A | F |
| First Quantum (FM) | F | A | B | E |
| Imperial Oil (IMO) | A | A | A | C |
| Manulife (MFC) | A | A | A | A |
| Power Corp of Canada (POW) | B | A | A | A |
| Bank of Montreal (BMO) | A | A | B | A |
| Nutrien (NTR) | D | A | B | B |
| Cdn Natural Resources (CNQ) | A | A | C | A |
| Notes | More Info... |
| Canadian Stock Summary | Yield | P/E | P/B | | Bank of Montreal (BMO) | Y | Y | Y |
| Cdn Natural Resources (CNQ) | Y | Y | Y |
| Manulife (MFC) | Y | Y | Y |
| Bank of Nova Scotia (BNS) | Y | Y | |
| Brookfield Property Partners (BPY.UN) | Y | | Y |
| CIBC (CM) | Y | Y | |
| Imperial Oil (IMO) | | Y | Y |
| Power Corp of Canada (POW) | Y | | Y |
| BCE Inc. (BCE) | Y | | |
| Barrick Gold (ABX) | | Y | |
| Canadian Tire (CTC.A) | | Y | |
| Cenovus Energy (CVE) | | | Y |
| Enbridge (ENB) | Y | | |
| First Quantum (FM) | | | Y |
| Inter Pipeline (IPL) | | Y | |
| National Bank (NA) | | Y | |
| Nutrien (NTR) | | | Y |
| Pembina Pipeline (PPL) | Y | | |
| Teck Resources (TECK.B) | | | Y |
| Notes... |
DOW 30 Value Screens
| High Dividend Yield Stocks | P/E | P/B | P/S | Yield | | Exxon Mobil (XOM) | B | A | A | A |
| Chevron (CVX) | B | A | B | A |
| IBM (IBM) | B | D | B | A |
| Verizon (VZ) | B | C | B | A |
| Pfizer (PFE) | A | B | D | A |
| Walgreens (WBA) | A | B | A | B |
| 3M (MMM) | C | E | C | B |
| Coca-Cola (KO) | D | E | E | B |
| JP Morgan Chase (JPM) | A | B | C | B |
| Caterpillar (CAT) | A | C | B | B |
| Notes | More Info... |
| Low Price/Earnings Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | B |
| Pfizer (PFE) | A | B | D | A |
| Caterpillar (CAT) | A | C | B | B |
| American Express (AXP) | A | C | C | E |
| Travelers (TRV) | B | A | A | C |
| Chevron (CVX) | B | A | B | A |
| Verizon (VZ) | B | C | B | A |
| Intel (INTC) | B | C | D | D |
| Notes | More Info... |
| Low Price/Book Value Stocks | P/E | P/B | P/S | Yield | | Goldman Sachs (GS) | A | A | C | D |
| DuPont (DD) | E | A | A | D |
| Exxon Mobil (XOM) | B | A | A | A |
| Chevron (CVX) | B | A | B | A |
| Travelers (TRV) | B | A | A | C |
| JP Morgan Chase (JPM) | A | B | C | B |
| Walgreens (WBA) | A | B | A | B |
| Walt Disney (DIS) | C | B | C | F |
| Raytheon (RTX) | C | B | B | C |
| Pfizer (PFE) | A | B | D | A |
| Notes | More Info... |
| US Stock Summary | Yield | P/E | P/B | | Chevron (CVX) | Y | Y | Y |
| JP Morgan Chase (JPM) | Y | Y | Y |
| Pfizer (PFE) | Y | Y | Y |
| Walgreens (WBA) | Y | Y | Y |
| Caterpillar (CAT) | Y | Y | |
| Exxon Mobil (XOM) | Y | | Y |
| Goldman Sachs (GS) | | Y | Y |
| Travelers (TRV) | | Y | Y |
| Verizon (VZ) | Y | Y | |
| 3M (MMM) | Y | | |
| American Express (AXP) | | Y | |
| Coca-Cola (KO) | Y | | |
| DuPont (DD) | | | Y |
| IBM (IBM) | Y | | |
| Intel (INTC) | | Y | |
| Raytheon (RTX) | | | Y |
| Walt Disney (DIS) | | | Y |
| Notes... |
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qualified investment adviser before trading. Past performance is a
poor indicator of future performance. The information on this site,
and in its related newsletters, is not intended to be, nor does it
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